Pathways Financial Partners
Bring Clarity to Your Future
A Trusted Name for 20 Years
Founded in 1998, Pathways Financial Partners is an independent, fee-only investment adviser serving successful individuals and retirement plan sponsors. Our evidence-based investment philosophy and high touch client service create positive and enduring solutions for our clients.
We believe the best path to wealth management is integrating your goals, your mindset and your values to bring clarity to your future. We help you pull the complex pieces of your financial life together to create a plan and help you keep track every step of the way. Many of our clients have been with us since we opened our doors in 1998.
Our solitary focus is to make a positive and lasting impact on the life of everyone we serve.
Our Approach To Managing Your Wealth
Our Approach To Managing Your Wealth
A Tailored Plan Just For You
You are unique. There is no one-size-fits-all solution to your complex issues. Your customized plan will bring clarity to your future.
Be Confident In Your Future
Make A Plan
Set Goals
Track Your Progress
Protect Your Family
Reliable Income
Peace of Mind
Set Goals
Make A Plan
Reliable Income
Protect Your Family
Track Your Progress
Peace of Mind
Our Perspectives
Volatility, Uncertainty and the one Who Tweets
Buckle your seat belt, volatility is back. Last year lacked turbulence, rewarded diversification and invited complacency but 2018 is a whole new ballgame.
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The Dead Cat Bounce and other Wall Street Myths
I foolishly tuned the sound up on CNBC earlier this week and heard a talking head use the term “Dead Cat Bounce.” This Wall Street metaphor likens throwing a cat out of a 50 story building and supposedly signals a brief recovery in a falling market. So-called “technicians” aka the ‘witch doctors’ of Wall Street, use this metaphor to describe a chart pattern suggesting one should avoid buying stocks during its occurrence.
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Backdoor Roth IRA’s OK Under New Tax Law
Every once in a while, Congress opens a window that smart investors need to jump through. The new tax law makes a Roth IRA available to a wide swath of Americans and the reasons to convert are compelling.
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It’s Time for a Fire Drill
When I was a kid in grade school we routinely had fire drills rehearsing procedures to be used in case of emergency. Inevitably, we ended up in the schoolyard on a cold, blustery day. My classmates and I saw the exercise as a great way to get out of class until one...
read more2017 Quarter 1 Market Update
“The only investors who should not diversify are those who are right 100% of the time.” Successful investing can be a frustrating endeavor. All too poignant are the memories of the “Lost Decade” when hapless investors in the S&P 500 Index posted a negative ten-year...
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Trump, Timing & The Sequence of Returns
“The two most powerful warriors are patience and time.” ― Leo Tolstoy 2016 was a year filled with surprises. Donald Trump came out of nowhere to win the US Presidency, Great Britain voted to exit the European Union, and stock markets around the globe seemed to love...
read moreFind your pathway to financial peace of mind.